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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,412 | $111,814-82.6% | $93,654-79.3% | $145,959-86.7% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 12.44% | 203.30%-190.9pp | 133.34%-120.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $231 | $3,092-92.5% | $2,421-90.5% | $4,661-95.0% |
| Participant deferral / active EE | $466 | $4,914-90.5% | $4,413-89.4% | $6,689-93.0% |
| Admin fee / account holder | $141 | $10,246-98.6% | $8,282-98.3% | $13,398-99.0% |